Estate Planning in a Changing World: 2025 and Beyond
Session details
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- 2026-02-12T19:03:17.030Z
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- title
- Estate Planning in a Changing World: 2025 and Beyond
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- 26CTestEvent-LE29
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- description
- Looking to stay ahead of major changes affecting your estate planning clients? This forward-looking workshop explores the shifting estate planning landscape and equips you with innovative strategies to address emerging challenges.As wealth transfer approaches evolve with changing laws and family structures, this comprehensive session gives you practical approaches for creating flexible, effective estate plans that withstand future uncertainties.Key topics include:• How anticipated legislative changes will impact estate planning strategies• Tax-efficient wealth transfer techniques under current and projected tax laws• Digital asset protection strategies beyond basic password management• Planning approaches for blended families and non-traditional relationships• Creative uses of trusts, family partnerships, and charitable vehicles• Cross-border considerations for clients with international connections• Incorporating sustainable and socially responsible elements into estate plansYou'll walk away with:• Actionable strategies to minimize estate taxes in changing legislative environments• Frameworks for addressing complex family dynamics in wealth transfer planning• Methods for integrating digital assets into comprehensive estate plans• Approaches for balancing philanthropic goals with family wealth preservation• Practical guidance for explaining sophisticated planning concepts to clientsIdeal for: CPAs, financial planners, attorneys, and wealth advisors who want to enhance their estate planning capabilities. This session provides valuable insights whether you're an experienced estate planning specialist or looking to expand your practice in this growing area.
- start
- 2026-02-15T16:30:00.000Z
- end
- 2026-02-15T18:10:00.000Z
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- 120
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- America/Denver
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Registrations
0No registrations returned for this session.